Fact sheet: Scientia Hedge

Fund information
Fund name
Scientia Hedge
Fund manager company
Insider
Fund type
No data available.
Fund manager
No data available.
Fund objective
To achieve the highest return by following the insiders and make few but the right investments with the help of insider model. The performance of gold and oil at over longer periods of time proved to be a negative correlation with stock market fluctuations. Investments in these materials acts as a support in times of bad stock market.
Benchmark
  • No Specified Index
Investment style
Growth
Investment method
Shares
Quick stats
1 Year return
-4.3%
1 Year rank in sector
58/92
Sector
FO Equity - Europe Single Country
Yield
-
Fund size
£45m
FE Risk score
?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.
130
Top in this sector
Fund name1 Year
Pictet Russian Equities78.9%
HSBC GIF Russia Equity62.5%
Pictet Russia Index58.8%
Baring Russia54.9%
SEB 2 Russia39.4%
...more in FO Equity - Europe Single Country

Performance snapshot

Holdings snapshot

  • Europe100%
  • Health Care46.4%
    Technology31.7%
    Cyclical Consumer Goods27.6%
    Real Estate21.2%
    Consumer Staples13.9%
  • European Equities100%

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Fund-1.4%-9.7%-3%-4.3%10.5%33.5%
Sector2.6%-1.4%3%2.2%17.8%57.4%
Rank within sector83 / 9386 / 9368 / 9358 / 9251 / 8257 / 77
Quartile4th4th3rd3rd3rd3rd
Calendar performance
 YTD - 20162015201420132012
Fund-2.9%21.2%-8%14.5%7.2%
Sector4.1%9.2%1.7%17.5%18.4%
Rank within sector54 / 9315 / 8970 / 8259 / 7973 / 77
Quartile3rd1st4th3rd4th
Risk statistics
Alpha
?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.
-1.52
Beta
?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.
0.93
Sharpe
?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.
-0
Volatility
?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.
14.49
Tracking error
?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.
9.87
Information ratio
?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.
-0.23
R-Squared
?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.
0.54
Price movement
52 week high155.21
52 week low121.19
Current bid price-
Current offer price-
Current mid price137.07
Region
1Europe100%
Industry sector
1Health Care46.4%
2Technology31.7%
3Cyclical Consumer Goods27.6%
4Real Estate21.2%
5Consumer Staples13.9%
6Energy2.8%
7Basic Materials-2.2%
8Telecommunications-4.8%
9Financials-9.7%
Asset type
1European Equities100%
Individual holdings
1KNOW IT7.5%
2PROACT IT GROUP7.4%
3ATTENDO AB7.1%
4CAPIO AB7.1%
5BIOGAIA AG7%
6MICRO SYSTEMATIONS7%
7SWEDISH ORPHAN BIOVITRUM AB6.9%
8GETINGE AB6.1%
9THULE GROUP AB5.4%
Management
Fund manager group
Scientia Fund Management
Fund manager company
Insider
Fund type
No data available.
Fund objective
To achieve the highest return by following the insiders and make few but the right investments with the help of insider model. The performance of gold and oil at over longer periods of time proved to be a negative correlation with stock market fluctuations. Investments in these materials acts as a support in times of bad stock market.
Benchmark
  • No Specified Index
Investment style
Growth
Investment method
Shares
Fund manager
No data available.
Compliance
No data available.
Domicile
No data available.
Fund for sale in
United Kingdom, Offshore, Sweden
Scientia Hedge
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price137.0714
CurrencySEK
Price updated05/12/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeLXJ0
Data provided by

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You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.